Civic Intelligence

Oakmere Foundation Inc.

990PF • Fiscal year 2020 • EIN 46-2867328

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

170 Mason StreetGreenwich, CT 06830

(203) 661-6000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-10516%

Higher net margin than 1% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

7th percentile

-56%

Faster asset growth than 7% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-96%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$427,631

Down $543,065 (-56%) from 2019

Net Assets

Down

$427,631

Down $543,065 (-56%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue

Down

$5,164

Down $135,091 (-96%) from 2019

Expenses

Up

$548,229

Up $438,618 (+400%) from 2019

Net Income

Down

-$543,065

Down $573,709 (-1872%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2014: $2,112,976Liabilities 2014: $02014Assets 2015: $2,133,710Liabilities 2015: $02015Assets 2019: $970,696Liabilities 2019: $1Net Assets 2019: $970,6962019Assets 2020: $427,631Liabilities 2020: $1Net Assets 2020: $427,6312020Assets 2021: $233,215Liabilities 2021: $1Net Assets 2021: $233,2152021Assets 2022: $295,378Liabilities 2022: $1Net Assets 2022: $295,3782022Assets 2023: $304,001Liabilities 2023: $1Net Assets 2023: $304,0012023Assets 2024: $484,619Liabilities 2024: $0Net Assets 2024: $484,6192024

Highlighted filing

2020

Assets$427,631
Liabilities$1
Net Assets$427,631

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2014: $475,236Expenses 2014: $112,262Net Income 2014: $362,9742014Revenue 2015: $473,525Expenses 2015: $452,792Net Income 2015: $20,7332015Revenue 2019: $140,255Expenses 2019: $109,611Net Income 2019: $30,6442019Revenue 2020: $5,164Expenses 2020: $548,229Net Income 2020: -$543,0652020Revenue 2021: $63,904Expenses 2021: $258,456Net Income 2021: -$194,5522021Revenue 2022: $142,967Expenses 2022: $80,804Net Income 2022: $62,1632022Revenue 2023: $10,341Expenses 2023: $1,717Net Income 2023: $8,6242023Revenue 2024: $216,541Expenses 2024: $35,924Net Income 2024: $180,6172024

Highlighted filing

2020

Revenue$5,164
Expenses$548,229
Net Income-$543,065
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wayne HeylandPresident/Treas-$0--
Claire HeylandVice Pres.-$0--
Jennifer D PortSecretary-$0--
Lucy HeylandDirector-$0--
Emily HeylandDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oakmere Foundation Inc
EIN
46-2867328
Phone
2036616000
Address
170 Mason Street, Greenwich, CT 06830

Signing Officer

Name
Jennifer D Port
Title
Secretary
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Ivey Barnum & OMara LLC
Address
170 Mason Street, Greenwich, CT 06830
Preparer
Jennifer D Port
Phone
2036616000
Raw XML Appendix321 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0Wayne Heyland
CompensationExplanation/CompensationExplanationGrp/PersonNm1Claire Heyland
CompensationExplanation/CompensationExplanationGrp/PersonNm2Jennifer D Port
CompensationExplanation/CompensationExplanationGrp/PersonNm3Lucy Heyland
CompensationExplanation/CompensationExplanationGrp/PersonNm4Emily Heyland
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Hours As Needed
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1Hours As Needed
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2Hours As Needed
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3Hours As Needed
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt4Hours As Needed
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt013573
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd03
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-8652
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0243
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd03
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt013816
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-8652
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05164
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt06123
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0535200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0535200
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt013573
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt013573
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt013573
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-543065
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0573535
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0243
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0243
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0243
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt04128
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt04128
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt04128
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-8652
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06123
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt03565
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03565
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03565
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05336
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt013816
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt07693
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0535200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07693
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0548229
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt013816
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05164
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt07693
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07693
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0218513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1363674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt119998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-28778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt119998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-28778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1238511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2334896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0See Attached Capital Gain Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1See Attached Capital Gains
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2See Attached Capital Losses
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-8652
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-8652
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-543065
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0427631
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0970696
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0427631
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt026080
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt026080
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt026080
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt026165
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt085
IRS990PF/DistributableAmountGrp/TotalTaxAmt085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02591
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02676
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02591
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02676
IRS990PF/FMVAssetsEOYAmt0490905
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0970696
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0427631
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0826348
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0405933
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0469207
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0144348
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt021698
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt021698
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0970696
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0427631
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0490905
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0970696
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0427631
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0970696
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0427631
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0531266
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07969
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0531266
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt026165
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0523297
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0531266
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Wayne Heyland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Claire Heyland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jennifer D Port
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Lucy Heyland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Emily Heyland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President/Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice Pres.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt019 Red Coat Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt119 Red Coat Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/o 170 Mason Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/o 19 Red Coat Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4C/o 19 Red Coat Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Greenwich
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Greenwich
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Greenwich
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Greenwich
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Greenwich
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006830
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106830
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd206830
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd306830
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd406830
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0535200
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0535200
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0535200
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt013
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0The assets owned by the Foundation which produced the interest and dividend income are essential to the Foundation or there would be no ability to generate income and make charitable contributions
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0Ivey Barnum OMara 170 Mason St
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Greenwich
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006830
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Jennifer D Port Esq
IRS990PF/StatementsRegardingActyGrp/PhoneNum02036616000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1285200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support to Provide Orthopedic Care
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Support to Provide Surgeries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Foundation of OrthopedicsComplex Sp
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Africa Surgery Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0226 East 54th Street Suite 306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt170 MacCulloch Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Morristown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd107960
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0535200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026080
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026080
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt055626
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0544660
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0433389
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0620888
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0343530
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0343530
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02163683
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0509120
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt055626
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0544660
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0433389
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0620888
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0535200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0509120
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02507213
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01998093
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt04128
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Ivey, Barnum & O'Mara, LLC, legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04128
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt04128
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01616
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt11799
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt2150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01616
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11799
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Bahl & Gaynor, advisory fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Northern Trust 1503, mgmt services fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2Nothern Trust 5153, wire/pymt fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01616
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11799
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2150
TaxesSchedule/TaxesDetail/Amt02582
TaxesSchedule/TaxesDetail/Amt178
TaxesSchedule/TaxesDetail/Amt22676
TaxesSchedule/TaxesDetail/CategoryTxt02019 Balance Due
TaxesSchedule/TaxesDetail/CategoryTxt12019 Balance Due/Interest
TaxesSchedule/TaxesDetail/CategoryTxt22020 Tax Deposit
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer D Port
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oakmere Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0OAKM
ReturnHeader/Filer/EIN0462867328
ReturnHeader/Filer/PhoneNum02036616000
ReturnHeader/Filer/USAddress/AddressLine1Txt0170 Mason Street
ReturnHeader/Filer/USAddress/CityNm0Greenwich
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006830
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060642300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ivey Barnum & OMara LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0170 Mason Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greenwich
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006830
ReturnHeader/PreparerPersonGrp/PhoneNum02036616000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer D Port
ReturnHeader/ReturnTs02021-11-11T12:51:45-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jennifer D
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Port
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings